Certified Financial Advisor Servicing the Vancouver area

Harry Perler & David Olejnik: Certified Financial Advisor Servicing Vancouver

“Our relationship with you is unique and personal”

As a Financial Advisor servicing Vancouver, we implement a process which we refer to as The Perler Wealth Management Process. This process was developed and perfected by our founding Advisor Harry Perler over the last 30+ years, synergistically blending a balanced strategy of customized service, planning, investment opportunities and risk management.

The Perler Wealth Management Process is our holistic approach as Vancouver Financial Advisors to help individuals, professionals, and business owners manage their finances during each stage of their life and reach all their financial goals in the most tax and cost-effective way.

Our relationship with you is unique and personal. It is not only important for us to know you, but it is important for you to know us. It is essential that you not only know the services our Vancouver Financial Advisors provide, but you also feel comfortable communicating and interacting with our team so we may serve you properly.

Trust and integrity are attributes our team members possess. In addition to these qualities, Harry Perler, David Olejnik and their support team each maintain educational backgrounds, experience and talents that combined form a team built to provide you with service excellence.

Our Certified Financial Advisor servicing Vancouver ensure that no opportunity is left unrealized and that the financial strategies we recommend work symbiotically.

Certified Financial Advisor Servicing Vancouver: Client Profiles

Financial Advisor Servicing Vancouver

Financial Advisor servicing Vancouver customizing financial plans tailored to your needs

Every client has a different life story and individual financial goals.

Vancouver Financial Advisors, Harry and David know you have worked hard for your money and their objective is to help you manage your finances during each stage of your life and reach all of your financial goals in the most tax and cost-effective way.

Harry Perler and David Olejnik believe that successful holistic financial planning and investment management begins with building solid relationships.

Taking their time getting to know each of their clients enables Harry and David to provide their professional services tailored to suit each client’s unique personal and financial situation.

Visit our Client Profile Page to view a few different types of client profiles showing how our Vancouver financial advisors, Harry and David’s holistic approach to financial planning can help you.

Our Commitment to You

 

Our Mission Statement

Our Certified Financial Advisor servicing Vancouver will always keep your best interests at heart by providing quality, unbiased, and trustw

Financial Advisor servicing Vancouver

Our Financial Advisor servicing Vancouver will ensure all of your financial needs are met.

orthy advice to assist in achieving personal financial objectives.

We will continue to strive to exceed our clients’ expectations in terms of service and advice, to contribute to our clients’ well being, and to help our clients grow and protect wealth for themselves and future generations.

 

 

It is our commitment to:

  1. Act with the highest level of professional integrity, placing your interests above our own
  2. Maintain complete confidentiality regarding your personal and financial matters
  3. Take the time necessary to develop a deep understanding of your family’s unique situation and the goals and aspirations that you have
  4. Work closely and coordinate with other professions that you might work with to ensure holistic planning
  5. Proactively communicate with you
  6. Maintain lifelong learning and professional development
  7. Value your feedback and continuously strive to improve
  8. Regularly explore and implement new technology to better serve your needs and make it easier for you to deal with us
  9. Educate you through seminars, newsletters, videos, and personal meetings so that you feel confident about the strategies you are taking to reach your goals
  10. Value our relationship with you and find ways to express our appreciation of your loyalty, trust, and referrals

 

Contact

If you are seeking a Certified Financial Advisor servicing Vancouver, please call us at 604 468 0888We would be more than happy to take your call.